Invest for Excel

Invest for Excel, developed by DataPartner, is a financial analysis and modeling tool specifically designed for capital budgeting, financial modeling, and valuation purposes. This software is targeted towards businesses, nonprofits, and their advisors, catering to the needs of finance professionals, business analysts, investment managers, project managers, and financial consultants across various industries.

Key Features

Capital Budgeting: According to the vendor, the software allows users to perform detailed capital budgeting analysis to evaluate the profitability and financial viability of investment projects. Users can analyze project cash flows and financial metrics to make informed investment decisions.

Financial Modeling: The vendor claims that users can build sophisticated financial models in Excel using pre-built templates that include formulas, financial statements, and analyses. The software enables users to test various assumptions, simulate business outcomes, and compare alternative projects to optimize financial planning.

Valuation: According to the vendor, the software offers comprehensive business valuation analysis capabilities. Users can determine the intrinsic value of a company or project by applying different valuation methods such as discounted cash flow (DCF) and multiples. This allows users to assess the financial attractiveness of investment opportunities.

Profitability Analysis: The vendor states that the software enables users to evaluate the profitability of different scenarios by analyzing revenue, costs, and profitability drivers. Users can perform sensitivity analysis to understand the impact of changing variables and identify potentially profitable business opportunities.

Life-cycle Costing: According to the vendor, the software allows users to calculate the total cost of ownership over the life cycle of an asset or project. Users can consider all costs including acquisition, operation, maintenance, and disposal. This feature helps users assess the cost-effectiveness of different alternatives and optimize decision-making based on long-term cost considerations.

Impairment Testing: The vendor claims that the software provides tools for assessing the impairment of assets. Users can determine the recoverable amount of an asset or cash-generating unit and perform impairment tests based on different accounting standards. This feature helps users evaluate the impact of impairment on financial statements.

Project Financing: According to the vendor, the software offers capabilities to analyze the financial feasibility of project financing options. Users can evaluate different funding sources and their costs, and assess the financial impact of debt and equity financing. This allows users to optimize the capital structure of a project.

Cash Flow Modeling: The vendor states that the software allows users to build comprehensive cash flow models to analyze cash inflows and outflows over time. Users can incorporate different cash flow components such as operating, investing, and financing activities to assess the liquidity and financial health of a project or company.

Mergers & Acquisitions: According to the vendor, the software provides features to evaluate the financial impact of mergers and acquisitions. Users can perform financial due diligence on target companies, assess the synergies and potential risks of a merger or acquisition, and determine the financial attractiveness of the transaction.